Expending Funds from Acquisitions for ILL

If your library has the Expend Funds from Acquisitions for Interlibrary Loan feature enabled, when you acquire or reacquire an ILL item, ILL prompts you to expend funds for the acquisition.

When the Add Expenditure dialog displays:

1. Specify the following information:

   Fund

   Select the fund from which the payment will be expended in the drop-down list.

   Amount of Payment

   Enter the payment amount.

   Notes

   Enter free text (maximum 35 characters).

2. Choose OK to continue. The system determines whether the fund is overspent and, if so, displays a warning message. For example:
   
   
   Fund <fund name> is % overspent. Continue?
   
   Choose Yes to continue or No to return to the Add Expenditure dialog.
3. Return to the standard steps for acquiring or reacquiring the item. When you complete the acquisition, ILL automatically adds the expenditure to the Interlibrary Loan payments session. For more information, see Invoicing.